What to Expect

If you are interested in having me prepare your tax return, simply email me or request a free no obligation quote through TaxDome. My virtual door is always open for questions. I generally correspond by email, but I am happy to return phone calls when needed. You can also find additional details about my process in the Resource Center.

Below is an overview of what you can expect when working with me.

My Tax Preparation Process

1. Initial Review and Pricing Estimate
After you upload your prior year tax return, I will review it and follow up within three business days with a pricing estimate or any clarifying questions.

2. Optional Conversation
If you would like to discuss your financial situation or tax needs in more detail, we can schedule a phone call or virtual meeting.

3. Engagement and Onboarding
Once you confirm that you would like me to prepare your return, I will begin the onboarding process through TaxDome.

You can complete and sign everything electronically.

4. Document Collection
You will upload all year end tax documents securely through TaxDome. The system makes it easy to see which documents are needed and which items you have already provided.

5. Return Preparation
I will prepare your federal and state tax return(s) within twenty days of receiving your completed materials.

6. Review and Approval
Once your return is ready, I will upload a PDF copy to TaxDome for your review. After you provide your electronic signature, I will e-file your returns and upload the official acceptance confirmations.